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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,503 | $88,996-96.1% | $78,004-95.5% | $138,895-97.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 5.79% | 28.03%-22.2pp | 31.07%-25.3pp | 145.39%-139.6pp |
| Employer contribution / active EE | $1,347 | $2,917-53.8% | $2,469-45.5% | $4,194-67.9% |
| Participant deferral / active EE | $1,369 | $4,724-71.0% | $4,092-66.5% | $6,396-78.6% |
| Admin fee / account holder | $17,281 | $8,807+96.2% | $7,578+128.0% | $12,562+37.6% |